Anic Equity¶
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Total return since start: 0.569 %¶
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Equity now: -----------------------------> 47927.84 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46532.94 Kr¶
PnL: ---------------------------------------> -355.63 Kr¶
DD now: ---------------------------------> -1.444 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-18 22:48:49.494064'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Beijer Electronics Group | 26 | 1.340000 | 3146.000000 | 175.000000 | 5.890000 | 2971.000006 |
| HEBA B | 70 | -2.070000 | 2810.500000 | 174.500000 | 6.620000 | 2636.000010 |
| FM Mattsson Mora Group B | 50 | 1.180000 | 3005.000000 | 78.000000 | 2.660000 | 2927.000000 |
| Boozt | 12 | 0.980000 | 1723.200000 | 69.200000 | 4.180000 | 1653.999996 |
| Samhällsbyggnadsbo. i Norden B | 20 | -2.400000 | 423.600000 | 68.600000 | 19.320000 | 355.000000 |
| Corem Property Group B | 59 | -3.740000 | 637.790000 | 60.790000 | 10.540000 | 576.999999 |
| HMS Networks | 2 | -1.170000 | 711.200000 | 38.200000 | 5.680000 | 673.000000 |
| OEM International B | 7 | 1.010000 | 561.400000 | 33.400000 | 6.330000 | 527.999997 |
| Norva24 Group | 16 | 5.550000 | 572.160000 | 29.160000 | 5.370000 | 543.000000 |
| Intrum | 4 | 1.210000 | 552.800000 | 25.800000 | 4.900000 | 527.000000 |
| MedCap | 2 | 1.360000 | 446.000000 | 25.000000 | 5.940000 | 421.000000 |
| SAAB B | 8 | 0.210000 | 3401.600000 | 24.600000 | 0.730000 | 3377.000000 |
| Coor Service Management Hold. | 8 | 0.880000 | 551.600000 | 19.600000 | 3.680000 | 532.000000 |
| Eastnine | 4 | 0.470000 | 508.000000 | 17.000000 | 3.460000 | 491.000000 |
| AcadeMedia | 12 | 1.500000 | 569.040000 | 12.040000 | 2.160000 | 557.000004 |
| Samhällsbyggnadsbo. i Norden D | 12 | -1.110000 | 256.800000 | 10.800000 | 4.390000 | 246.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | -1.450000 | 569.100000 | 7.100000 | 1.260000 | 562.000005 |
| Resurs Holding | 22 | 0.110000 | 579.260000 | 5.260000 | 0.920000 | 573.999998 |
| Securitas B | 6 | 0.860000 | 574.320000 | 4.320000 | 0.760000 | 570.000000 |
| Swedbank A | 3 | 1.450000 | 567.150000 | 3.150000 | 0.560000 | 564.000000 |
| Creaspac SPAC | 6 | 0.100000 | 579.000000 | 2.000000 | 0.350000 | 577.000002 |
| CTEK | 13 | 2.060000 | 533.650000 | -0.350000 | -0.070000 | 533.999999 |
| Essity B | 2 | -1.690000 | 570.200000 | -3.800000 | -0.660000 | 574.000000 |
| Essity A | 4 | -1.890000 | 1144.000000 | -5.000000 | -0.440000 | 1149.000000 |
| Handelsbanken A | 5 | -0.550000 | 541.000000 | -5.000000 | -0.920000 | 546.000000 |
| Karnov Group | 9 | -3.610000 | 528.300000 | -7.700000 | -1.440000 | 536.000004 |
| Midsona B | 63 | -1.510000 | 574.560000 | -8.440000 | -1.450000 | 582.999984 |
| Nordea Bank Abp | 29 | -0.290000 | 3439.400000 | -14.600000 | -0.420000 | 3453.999992 |
| International Petroleum Corp. | 5 | 3.220000 | 560.500000 | -34.070000 | -5.730000 | 594.565215 |
| Vivesto | 1368 | 1.960000 | 569.910000 | -43.090000 | -7.030000 | 612.999432 |
| Sampo Oyj SDB | 7 | -1.110000 | 3738.000000 | -112.000000 | -2.910000 | 3850.000000 |
| Axfood | 13 | 1.120000 | 3628.300000 | -127.700000 | -3.400000 | 3756.000001 |
| OX2 | 18 | 0.890000 | 1527.300000 | -136.700000 | -8.220000 | 1663.999992 |
| Fasadgruppen Group | 35 | -0.300000 | 3447.500000 | -363.500000 | -9.540000 | 3810.999990 |
| Ovzon | 52 | 1.590000 | 2984.800000 | -377.200000 | -11.220000 | 3361.999992 |
| TOTAL | 46532.940000 | -355.630000 | -1.44366% | 46888.564618 |
Updated:¶
'2023-01-18 22:49:02.439926'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
